Filters

Narrowing down the results

When you’ve loaded the LeadBoxer Leads view, you can search and filter your leads. Leadboxer Searching and applying filters each have their own characteristics.

Filtering

Setting up filters allows you to search very specifically. For instance, you can set up a filter that only shows Dutch companies in the consumer electronics industry that have visited your website in the past 48 hours. The different filter operators also allow you to use search operators, like ‘is’, ‘does not contain’, or ‘has any value’. In addition, filters can be saved into Segments; this allows you to instantly apply any pre-set filter to your list of leads.

Using filters

The Leadboxer filter allows you to apply criteria to your search. There are three components to each criterion: the category, the operator, and the value. You can enable filters in more than 10 different categories, like company name or city. For each category you select an operator and filter. When using filters, simply choose the filters, operators, and terms of your choice and press ‘apply’ (to search instantly) or ‘save’ (to save the filter into a Segment).

Filters

The Leadboxer interface offers multiple filters. For each filter you can set a parameter based on a filter operator (see below).

Filter NameDescription

Company name

Filter by company name. Tip: select ‘contains any value’ from the operators list, and the filter will only return leads with identified company names!

Display

Select to show, contacts, Companies, unidentified and/or hidden

Lead Tags

Filter by tag

Owner

Filter by lead owner

LeadBoard

Filter on leadboard presence and what stage

Lists

Filter if results match the selected List

Search

In order to search through your leads, simply enter a search string in the search field. The search filter will check all contents of the leads, so not only the company name. For instance, if you type in ‘coffee’ this will result in all company names that contain coffee, like ‘Johnny’s Coffee’. However, if the company’s description contains a sentence like ‘why not drop by for a cup of coffee’, this will also pop up in the search results. You can use advanced operators such as quotes, AND, OR, brackets, etc.

Industry

Filter by industry. Industry type is based on the LinkedIn industry types. The industry type search field features a drop-down menu so you can easily select the industry you’re looking for.

Employee Count

Self-employed

1-10 employees

11-50 employees

51-200 employees

201-500 employees

501-1000 employees

1001-5000 employees

5001-10,000 employees

10,001+ employees

Organization Country

Filter by country of the Organization

Organization Region

Filter by region of the Organization

Organization City

Filter by city of the Organization

UTM Tags

UTM tags allow you to search for all leads that have been referred to your website by a specific campaign. For instance, this allows you to search all leads that were directed to your website from a Google paid search, Facebook campaign or emailing.

Visits

Each time a lead visits your website, this counts as a visit. Leadboxer will count a new visit after at least thirty minutes of absence, so if a visitor leaves and returns within 30 minutes this still counts as one.

Page Views

Each time a visitor goes to a different page on your website this counts as a page view. If a visitor goes to your website, and visits three pages in total, this counts as one visit with three page views.

URL

Filter for a specific page or email

Last Seen

The time and date that a lead has last visited your website.

Channel

Filter on the marketing channel the lead used to enter your site.

Referrer

Filter on the referrer the lead used to enter your site.

Exit Link

Filter on the exit link the lead used to leave your site.

Custom fields

Filter on the custom properties or fields

Leadscore

Filter on a minimum or maximum Leadscore

from email

filter on the senders email address (visible for tracked emails send by Gmail or Outlook)

SBI code

Filter on NL company code

Operators

For each filter you can select a filter operator. Not all operators are available for each filter. Each operator works as follows:

NoneNo filter will be applied

Is

Results will be [value]. Use this filter if you want to search for an exact value. For instance, if you want to look for all leads from a company called ‘XYZ’, the filter will return values with company name ‘XYZ’ only.

Is not

Results will not be [value]. Use this filter if you want to exclude a specific value. For instance, if you want to exclude all leads from Amsterdam, use the filter City > Is not ‘Amsterdam’.

Contains

Results will contain [value]. Use this filter if you want the results to return all leads containing the value. For instance, if you use the filter Company name > Contains ‘lead’, this will return all company names containing ‘lead’, like leadboxer, xlead, or zleady.

Does not contain

Results will not contain [value]. Use this filter if you want to exclude all leads containing this value. This is different from the ‘is not’ operator - ‘is not’ will only exclude exact values whereas ‘does not contain’ excludes all results containing the value.

Is unknown

Results will only show unknown values. This option can be used if you only want leads from unknown companies ???

Has any value

Results will only show known values. By using this filter option, results will only return leads with a value for a specific parameter, for instance known company name or known region.

Greater than

Numerical - Filter will return results greater than parameter value. This filter option may be used for instance if you want to search for leads that have visited your website more than 3 times in total.

Less than

Numerical - Filter will return results less than parameter value. This filter option may be used for instance if you want to search for leads that have visited your website more than 3 times in total.

Between

Numerical - Filter will return results between two parameter values.

Not between

Numerical - Filter will return all results except those between the two parameter values.

Automated e-mail notifications

In the Leadboxer interface, you also have the option to configure automated e-mail updates. You can configure automated e-mail updates separately for each Segment. In order to do so, check this tutorial:

pageHow to create a notification

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